How does my chartered accountant review and sign off my books?
Invite your CA by mobile number; they get a read-only professional role. When a period is ready, one button posts everything unposted and freezes the Profit & Loss, Balance Sheet, Trial Balance, General Ledger, Cash Flow, GST summary and ageing into a hashed pack. The CA reviews it, raises queries you answer, and proposes adjustments that post only when you approve them. The pack moves System Generated → CA Review → Queries Pending → Review Complete → Signed Document Attached, the signed set is uploaded with its UDIN, and closing the period locks it. A CA with several clients works from one console across all of them.
How VyaparSetu does it
Give your chartered accountant the books to review where they live, and get a signed set back.
Invite your CA
Invite a chartered accountant by mobile number into a read-only professional role; they see everything and change nothing, and an invite can never demote an existing member.
Books Ready for Review
One button posts what is unposted and freezes the period's Profit & Loss, Balance Sheet, Trial Balance, General Ledger, Cash Flow, GST summary and ageing into a pack with its hash — the CA reviews that, not a view that shifts under them.
Bank, filing and evidence status
The pack carries what the bank shows against the books, which returns are filed for the period, and how much of it is backed by a document.
Queries
The CA asks on a line; the business answers; the pack moves to Queries Pending and back when every query is resolved.
Proposed adjustments
The CA proposes balanced journal entries with a reason; the owner approves, and only then does an entry post. Nothing a reviewer does changes the books on its own.
Signed document and UDIN
The states run System Generated → CA Review → Queries Pending → Review Complete → Signed Document Attached; the signed set is uploaded with its UDIN and the reviewer, timestamps and hash are in the audit trail.
Period close
Closing a period locks its documents and payments; a signed pack's snapshot is frozen with it, and only an owner can reopen.
Practice console
A CA with several clients sees one worklist across all of them — returns due, reviews waiting, queries answered — and steps into any client's books from it.
Other questions
- How do I reconcile GSTR-2B with my purchase register?
- Which customers owe me money, and how do I chase them without getting my WhatsApp number banned?
- Can it prepare and file GSTR-1 and GSTR-3B for me?
- My GSTR-1 was filed as NIL by mistake but GSTR-3B was paid. What now?
- How do I generate an e-invoice (IRN) and an e-way bill?
- Can I move from Tally or Zoho Books without retyping everything?
- Can I email invoices from my own Gmail or Google Workspace address?
- Can the invoice look like the one Zoho prints, with my stamp, signature and a QR to pay?
- How does it handle TDS that my customers deduct, or that I deduct from suppliers?
- My GSTIN took effect in the middle of the year. What happens to earlier invoices?
- Will I have enough cash next month, and what can I reorder?
- How do I stay within Section 43B(h) for MSME suppliers?
- Can every invoice go into a Google Sheet my CA can open?
- Can I ask questions in Hindi, Tamil or Marathi?